See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,593 | $89,753-13.5% | $107,525-27.8% | $84,808-8.5% |
| Participation rate | 89.7% | 68.1%+21.6pp | 75.1%+14.6pp | 68.3%+21.3pp |
| Annual return | 13.07% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,930 | $3,113+26.2% | $3,754+4.7% | $2,631+49.4% |
| Participant deferral / active EE | $2,736 | $4,056-32.6% | $5,116-46.5% | $4,212-35.0% |
| Admin fee / account holder | $5,497 | $7,222-23.9% | $8,919-38.4% | $7,344-25.1% |